The Smart Investor's Checklist for Opening an Investment Account

📢 The Smart Investor's Checklist to Opening an Investment Account

💡 Ready to Start Investing But Not Sure Where to Begin?

Have you been meaning to open an investment account for months (or even years) but keep putting it off? Or maybe you’re ready to take the plunge—but have no idea what questions to ask to make smart decisions? If this sounds familiar, you’re not alone. But the good news is—you don’t have to stay stuck!

Join Pivotal Solutions Management, in partnership with the Charles A. Lanford, M.D. Library, for an easy-to-follow, straightforward HYBRID masterclass designed to take the guesswork out of opening an investment account.

📅 Thursday, April 10th, 2025
🕔 5:00 PM – 6:30 PM (EST)

📍 In-Person Location:

Charles A. Lanford, M.D. Library

6504 Houston Road, Macon, Georgia 31216

Online Access:

💻 Join us LIVE on Zoom!

This session will empower you with an actionable checklist to help you stop overthinking and start investing with confidence. You’ll learn how to approach financial institutions like a pro and avoid costly mistakes before opening an account.

✨ Led by expert financial coach and educator, Dr. LaKeisha Lowe ("Dr. LL"), this masterclass will cover:
✅ What’s required to open and manage an investment account.
✅ How to spot hidden fees and costs that can shrink your profits.
✅ How to evaluate customer support and resources that match your needs.
✅ How to confirm if a financial institution is insured and regulated.
✅ The key questions to ask before investing your hard-earned money.

✨ Walk away feeling informed, confident, and ready to take the next step toward building wealth.

🔗 Register Today to Secure Your Spot!

💸 This free masterclass is your chance to stop procrastinating and start building a brighter financial future. Don’t miss out!

📩 For More Information:
📞 Call the Charles A. Lanford, M.D. Library at 478-300-6760
📧 Email Pivotal Solutions Management at [email protected]

💪Empower yourself with the knowledge to make smart financial decisions and start growing your wealth! 🪴

About the Course Presenter and Speaker

Dr. LaKeisha Lowe "Dr. LL" is a seasoned and dynamic financial coach and educator with a proven track record of empowering individuals through financial literacy and investment education. She has successfully passed the SIE (Securities Industry Essentials), Series 7, and Series 66 exams, demonstrating her expertise in the financial industry. With over a decade of teaching and training experience, Dr. Lowe has guided learners at all levels—from primary and post-secondary students to professionals—across a diverse range of subjects, including Investments, Algebra I & II, Geometry, English, Writing, and Test Preparation (e.g., the SIE and Series 7 exams).

Passionate about financial literacy, Dr. Lowe firmly believes that understanding personal finance and investing are two of the most powerful skills individuals can master to secure their futures. Her academic journey reflects her dedication to education and service. She earned a Bachelor of Arts Degree in English with a Minor in Political Science from Wesleyan College, a Master of Public Administration Degree from Augusta State University (now known as Augusta University), and a Doctor of Philosophy Degree in Human Services with a Specialization in Nonprofit Management from Capella University.

Dr. Lowe is committed to equipping individuals with the knowledge and confidence they need to navigate financial decisions effectively, making a lasting impact on the communities she serves.

Event Venue & Nearby Stays

Charles A. Lanford, M.D. Public Library, 6504 Houston Road, Macon, United States